SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 527 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,111,255 | +0.0% | 122,468 | +2.4% | 0.17% | -1.2% |
| Q2 2023 | $4,110,772 | +7.9% | 119,569 | +7.1% | 0.17% | -3.4% |
| Q1 2023 | $3,811,239 | +18.2% | 111,668 | +14.1% | 0.18% | +7.9% |
| Q4 2022 | $3,225,670 | +99.6% | 97,856 | +87.9% | 0.16% | +83.3% |
| Q3 2022 | $1,616,000 | -9.3% | 52,089 | +1.7% | 0.09% | -8.2% |
| Q2 2022 | $1,781,000 | +11.7% | 51,215 | +24.1% | 0.10% | +5.4% |
| Q1 2022 | $1,595,000 | +10.6% | 41,285 | +18.9% | 0.09% | +4.5% |
| Q4 2021 | $1,442,000 | +31.3% | 34,737 | +34.6% | 0.09% | +17.1% |
| Q3 2021 | $1,098,000 | -6.2% | 25,813 | -0.2% | 0.08% | -12.6% |
| Q2 2021 | $1,171,000 | -49.5% | 25,872 | -51.2% | 0.09% | -61.0% |
| Q1 2021 | $2,319,000 | +335.1% | 52,966 | +319.1% | 0.22% | +305.5% |
| Q4 2020 | $533,000 | +22.5% | 12,639 | +6.3% | 0.06% | +3.8% |
| Q3 2020 | $435,000 | +13.3% | 11,895 | +3.6% | 0.05% | -15.9% |
| Q2 2020 | $384,000 | -1.8% | 11,486 | -13.5% | 0.06% | -56.8% |
| Q4 2018 | $391,000 | – | 13,278 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,621,460 | $62,653,000 | 17.00% |
| HighMark Wealth Management LLC | 325,382 | $12,571,000 | 8.41% |
| Brown Financial Advisory | 256,006 | $9,892,000 | 8.04% |
| Financial Strategies Group, Inc. | 404,349 | $15,624,000 | 6.23% |
| HERITAGE WEALTH MANAGEMENT, LLC | 593,617 | $22,937,000 | 6.20% |
| Sterneck Capital Management, LLC | 235,114 | $9,085,000 | 5.46% |
| KWB Wealth | 780,829 | $32,397,000 | 5.40% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 230,648 | $8,912,000 | 5.07% |
| Better Money Decisions, LLC | 130,116 | $5,028,000 | 4.71% |
| Brooklyn FI, LLC | 132,219 | $5,109,000 | 4.43% |